1,909 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 626 increasing their positions, 821 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $107B → $111B (+$3.9B)

0.59% less ownership

Funds ownership: 89.89%89.3% (-0.59%)

24% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 821

Holders
1,909
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
133
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$517M
Puts
$331M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1276
Fred Alger Management
New York
$545K
TC
1277
Truvestments Capital
Florida
$540K
JCM
1278
Janney Capital Management
Pennsylvania
$539K
VVP
1279
Venture Visionary Partners
Ohio
$538K
MW
1280
Marcum Wealth
Ohio
$534K
CWA
1281
CM Wealth Advisors
Ohio
$532K
LAM
1282
L2 Asset Management
Massachusetts
$532K
MHC
1283
Meyer Handelman Company
New York
$530K
CG
1284
Corundum Group
Colorado
$530K
FMLI
1285
Fukoku Mutual Life Insurance
Japan
$527K
FBC
1286
Fairfield, Bush & Co
Connecticut
$527K
IWM
1287
IHT Wealth Management
Illinois
$526K
CL
1288
CSS LLC
Illinois
$526K
MSFP
1289
Mark Sheptoff Financial Planning
Connecticut
$525K
GS
1290
GTS Securities
New York
$524K
RMDI
1291
R.M. Davis Inc
Maine
$519K
CCA
1292
Childress Capital Advisors
Texas
$518K
JSSH
1293
J. Safra Sarasin Holding
$516K
BWG
1294
Berry Wealth Group
Texas
$515K
RPWA
1295
Regent Peak Wealth Advisors
Georgia
$514K
3IP
1296
3Chopt Investment Partners
Virginia
$512K
CFFP
1297
Center for Financial Planning
Michigan
$511K
WA
1298
Wambolt & Associates
Colorado
$511K
SCM
1299
Schnieders Capital Management
California
$508K
WCF
1300
West Coast Financial
California
$506K